I think it's pretty much indisputable that AI is currently in a bubble and our economy will, eventually, crash. I mean the S&P 500 is, what, 10% nvidia? And all these companies are just... buying from each other and then giving it back. It's some of the most blatant stock engineering I've ever seen.

What we don't know, of course, is when that will happen. Because a lot of people have a real monetary incentive to pretend it isn't happening.